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Benchmarks Reporting Requirements

Goodwin

Form SHL: What You Need to Know

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The US Department of the Treasury (the Treasury), with the assistance of the Board of Governors of the Federal Reserve System and the Federal Reserve Bank of New York, conducts a mandatory benchmark survey every five years. ...more

Maynard Nexsen

Approaching Deadline for the 2022 Benchmark Survey of Foreign Direct Investment in the US: What You Need to Know

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Foreign direct investment (FDI) plays a crucial role in the global economy, and the United States has long been an attractive destination for international investors. To accurately gauge the impact and trends of FDI, the US...more

Akin Gump Strauss Hauer & Feld LLP

Bureau of Economic Analysis Mandatory 2023 BE-12 Survey Reporting Requirement Deadline Approaches

The Bureau of Economic Analysis (BEA) of the U.S. Department of Commerce requires an incorporated U.S. business enterprise or an equivalent unincorporated U.S. business enterprise in which a foreign person or entity owns or...more

Troutman Pepper Locke

BEA Reporting Requirements for ‎Foreign Direct Investment in the United States

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The U.S. Department of Commerce’s Bureau of Economic Analysis (“BEA”) prepares official U.S. economic statistics, such as the U.S. international transactions accounts, the national income and product accounts, and the...more

Davis Wright Tremaine LLP

Mandatory Survey of Foreign Direct Investment Due to BEA by May 31, 2023 - Commerce Department Uses Corporate Benchmark Surveys of...

The U.S. Department of Commerce's Bureau of Economic Analysis ("BEA") collects data regarding U.S. multinational enterprise investments and prepares official U.S. economic statistics through a series of quarterly, annual, and...more

Procopio, Cory, Hargreaves & Savitch LLP

Deadline Approaching for Some U.S. Companies with Foreign Direct Investment to File with BEA

Every five years, U.S. companies in which a foreign person or entity holds an ownership interest with a right to vote, representing 10% or more of the company’s equity, are required to file a form with the U.S. Bureau of...more

Foley Hoag LLP

BE-12 Benchmark Survey of Foreign Direct Investment in the U.S. Due May 31, 2023 (or June 30, 2023 via eFile)

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- The U.S. Bureau of Economic Analysis (BEA) is conducting its five-year benchmark survey relating to cross-border investment: BE-12 (Survey of Foreign Direct Investment in the U.S.). - Responses are due by May 31, 2023...more

Dorsey & Whitney LLP

Foreign-Owned U.S. Companies Must Soon Respond to Federal Survey

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The International Investment and Trade in Services Survey Act ("IITSSA"), 22 USC § 3101 requires the Bureau of Economic Analysis (“BEA”) within the U.S. Department of Commerce to conduct a national survey of foreign direct...more

Miles & Stockbridge P.C.

Montgomery County Expands Scope of Energy Benchmarking Performance Reporting Requirement, Imposes New Information Disclosure...

Miles & Stockbridge P.C. on

Under recent amendments to Montgomery County’s Energy Benchmarking and Performance Standards Law, residential and non-residential buildings in the County - including buildings in Rockville and Gaithersburg - that are 25,000...more

Goodwin

OCC Proposes Rules for CRA Benchmarks and Fair Access

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In the News. The Office of the Comptroller of the Currency (OCC) issued a long-awaited rule seeking comment on its proposed approach to determine the Community Reinvestment Act (CRA) evaluation measure benchmarks, retail...more

Lowenstein Sandler LLP

U.S. Companies Required To Report Foreign Investments: BEA’s Little-Known Reporting Requirements

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Many U.S. companies are unaware that a relatively unknown agency, the Bureau of Economic Analysis (BEA) at the Department of Commerce, administers mandatory reporting requirements that oblige ALL U.S. businesses to file...more

Akin Gump Strauss Hauer & Feld LLP

Bureau of Economic Analysis Mandatory 2019 BE10 Survey Reporting Requirement Deadline Approaches for a “Benchmark Year”

- The BEA requires all U.S. persons that own or control more than 10 percent of the voting securities of a “foreign” business enterprise to file a report on its BE-10 Benchmark Survey of U.S. Direct Investment Abroad for the...more

Smith Anderson

Upcoming Deadline: Bureau of Economic Analysis BE–10 Benchmark Surveys

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The Bureau of Economic Analysis (BEA) conducts various surveys of U.S. multinational companies and U.S. affiliates of foreign enterprises to generate statistical information regarding the global business activities of U.S....more

Foley Hoag LLP

BE-10 Benchmark Survey of U.S. Direct Investment Abroad – Filing Requirement

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The U.S. Bureau of Economic Analysis (BEA) has announced it is once again time for the BEA’s BE-10 Benchmark Survey of U.S. Direct Investment Abroad. The BEA is an agency of the United States Department of Commerce and...more

Holland & Knight LLP

Upcoming BE-140 Benchmark Survey Mandates Response

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The U.S. Department of Commerce's Bureau of Economic Analysis (BEA) recently made several changes to the survey form for the mandatory BE-140 Benchmark Survey of Insurance Transactions by U.S. Insurance Companies with Foreign...more

Holland & Knight LLP

Mandatory Reporting of Foreign Ownership of U.S. Securities Due August 2019

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The U.S. Department of the Treasury is currently collecting data from all U.S. persons for its five-year mandatory benchmark survey of foreign ownership of U.S. securities as of June 30, 2019. U.S. issuers and U.S. asset...more

Akin Gump Strauss Hauer & Feld LLP

Bureau of Economic Analysis Mandatory 2018 BE-12 Survey Reporting Requirement Deadline Approaches

The Bureau of Economic Analysis of the U.S. Department of Commerce (BEA) requires U.S. businesses in which a foreign person or entity owns or controls, directly or indirectly, more than 10 percent of the voting securities (a...more

Wilson Sonsini Goodrich & Rosati

Reminder: Mandatory Foreign Direct Investment Reports for U.S. Entities Due May 31, 2018

The deadline for submission of the U.S. Department of Commerce's Bureau of Economic Analysis (BEA) five-year benchmark survey regarding foreign direct investment in the United States is rapidly approaching.1 The survey, known...more

Orrick, Herrington & Sutcliffe LLP

Orrick's Financial Industry Week In Review

France Welcomes Foreign and Alternative Capital Providers with Latest Reform of Finance Sector - Long a cornerstone of the French banking system, the "French banking monopoly" largely prevents non-bank entities from...more

Burr & Forman

Foreign Investment Reporting to the United States: In-Bound Investment into the United States Specific Survey Report Forms 5-Year...

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The U.S. Department of Commerce, Bureau of Economic Analysis (BEA), conducts seven (7) mandatory surveys to collect information on direct investment. These seven surveys consist of an initial survey for any new in-bound...more

Robins Kaplan LLP

Your daily dose of financial news The Brief – 5.6.16

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And just as quickly as he was back on the scene, now he’s gone. With a wipe of the evidence purporting to show he invented Bitcoin and a new post entitled “I’m sorry,” Craig Steven Wright appears poised to fade back into the...more

Goodwin

Financial Services Weekly News - October 2015 #3

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Regulatory Developments: FINRA Requests Comment on Rules Relating to Financial Exploitation of Vulnerable Adults - On Oct. 15 FINRA published Regulatory Notice 15-37, requesting comment on proposed amendments to...more

Foley Hoag LLP

Bureau of Economic Analysis (BEA) Issues New Form BE-180 for U.S. Financial Services Providers Including Investment Advisers

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Now that the dust has settled a little on the BE-10 benchmark survey responses, U.S. financial service providers, including investment advisers, should take note that the U.S. Bureau of Economic Analysis (the “BEA”) has...more

Proskauer Rose LLP

BE-180: Another BEA Benchmark Survey for Financial Services Providers, Including Managers of Hedge, Private Equity and Other...

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The U.S. Commerce Department's Bureau of Economic Analysis (the "BEA") recently released the final version of the BE-180 report, a five-year benchmark survey that collects data on transactions between U.S. persons that are...more

Ballard Spahr LLP

Philadelphia's Proposed Energy Reporting Regulations Expand Reach of Benchmarking Ordinance

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The Mayor’s Office of Sustainability issued proposed regulations on July 10, 2013, to implement Ordinance No. 120428-A – the City of Philadelphia’s recently enacted energy and water reporting or “benchmarking” ordinance....more

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